+269.3%
C vs NKE
-58.4%
+327.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +3.2% | -0.1% | +3.2% | +3.2% |
| 30D | +1.3% | -7.7% | +9.0% | +2.7% |
| 3M | +3.1% | -10.9% | +14.0% | +5.0% |
| 6M | +29.6% | -31.9% | +61.5% | +38.2% |
| YTD | +19.0% | -38.6% | +57.6% | +29.4% |
| 1Y | +45.6% | -46.9% | +92.6% | +62.4% |
| 3Y | +269.3% | -58.2% | +327.5% | +286.2% |
| All | +269.3% | -58.4% | +327.6% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling